Orion Capital Management LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$262.9B

Holdings

473

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (473 positions)

#StockSharesValue% PortfolioType
101
SPMDSPDR SERIES TRUST
5,615$305.3M0.12%
102
EQWLINVESCO EXCHANGE TRADED FD T
2,770$304.6M0.12%
103
AXPAMERICAN EXPRESS CO
940$299.8M0.11%
104
QUALISHARES TR
1,597$292.0M0.11%
105
BEBLOOM ENERGY CORP
12,000$287.0M0.11%
106
HONHONEYWELL INTL INC
1,231$286.7M0.11%
107
AQLTISHARES TR
2,130$282.9M0.11%
108
BFEBINNOVATOR ETFS TRUST
6,200$276.8M0.11%
109
ZETAZETA GLOBAL HOLDINGS CORP
17,800$275.7M0.10%
110
SYFSYNCHRONY FINANCIAL
4,130$275.6M0.10%
111
CATCATERPILLAR INC
705$273.7M0.10%
112
DFSIDIMENSIONAL ETF TRUST
6,880$271.1M0.10%
113
IBHHISHARES TR
11,000$261.0M0.10%
114
IBHFISHARES TR
11,000$255.5M0.10%
115
SPYMSPDR SERIES TRUST
3,468$252.1M0.10%
116
SCHBSCHWAB STRATEGIC TR
10,527$250.9M0.10%
117
IBHGISHARES TR
11,000$247.9M0.09%
118
IWDISHARES TR
1,274$247.4M0.09%
119
GQ9SPDR GOLD TR
800$243.9M0.09%
120
XLFSELECT SECTOR SPDR TR
4,622$242.0M0.09%
121
ABTABBOTT LABS
1,772$241.0M0.09%
122
XOMEXXON MOBIL CORP
2,220$239.3M0.09%
123
VTVVANGUARD INDEX FDS
1,339$236.7M0.09%
124
NOCNORTHROP GRUMMAN CORP
468$234.0M0.09%
125
PGPROCTER AND GAMBLE CO
1,428$227.5M0.09%
126
BDECINNOVATOR ETFS TRUST
5,000$225.8M0.09%
127
XBOCINNOVATOR ETFS TRUST
7,040$224.2M0.09%
128
SUSBISHARES TR
8,901$224.0M0.09%
129
VCRVANGUARD WORLD FD
600$217.4M0.08%
130
XBJAINNOVATOR ETFS TRUST
7,210$217.3M0.08%
131
WFCWELLS FARGO CO NEW
2,658$212.9M0.08%
132
NUNU HLDGS LTD
15,300$209.9M0.08%
133
WELLWELLTOWER INC
1,362$209.4M0.08%
134
BABOEING CO
988$207.0M0.08%
135
MAMASTERCARD INCORPORATED
364$204.5M0.08%
136
GSGOLDMAN SACHS GROUP INC
289$204.5M0.08%
137
BKNGBOOKING HOLDINGS INC
35$202.6M0.08%
138
CFGCITIZENS FINL GROUP INC
4,475$200.3M0.08%
139
DFIVDIMENSIONAL ETF TRUST
4,660$199.6M0.08%
140
SCCOSOUTHERN COPPER CORP
1,931$195.4M0.07%
141
TDYTELEDYNE TECHNOLOGIES INC
375$192.1M0.07%
142
CCLCARNIVAL CORP
6,600$185.6M0.07%
143
PEPPEPSICO INC
1,386$183.0M0.07%
144
UPSTUPSTART HLDGS INC
2,750$177.9M0.07%
145
NEENEXTERA ENERGY INC
2,530$175.6M0.07%
146
NVEEUSDNV5 GLOBAL INC
7,100$163.9M0.06%
147
ETENERGY TRANSFER L P
8,959$162.4M0.06%
148
UJANINNOVATOR ETFS TRUST
3,983$161.1M0.06%
149
SPDWSPDR INDEX SHS FDS
3,850$155.9M0.06%
150
AVSDAMERICAN CENTY ETF TR
2,266$153.1M0.06%
151
VOTVANGUARD INDEX FDS
506$143.9M0.05%
152
MLB1MERCADOLIBRE INC
55$143.8M0.05%
153
BJULINNOVATOR ETFS TRUST
3,000$141.4M0.05%
154
IBBISHARES TR
1,100$139.2M0.05%
155
FALNISHARES TR
5,000$135.7M0.05%
156
REETISHARES TR
5,457$134.8M0.05%
157
ARCCARES CAPITAL CORP
6,110$134.2M0.05%
158
NFLXNETFLIX INC CALL AUG 1250
100$133.9M0.05%Call
159
WMTWALMART INC
1,369$133.9M0.05%
160
BJUNINNOVATOR ETFS TRUST
3,000$131.3M0.05%
161
BACVERIZON COMMUNICATIONS INC
2,981$129.0M0.05%
162
CWCURTISS WRIGHT CORP
248$121.2M0.05%
163
SLVISHARES SILVER TR
3,689$121.0M0.05%
164
BAPRINNOVATOR ETFS TRUST
2,670$120.7M0.05%
165
DFSBDIMENSIONAL ETF TRUST
2,293$120.2M0.05%
166
DFAEDIMENSIONAL ETF TRUST
4,140$119.9M0.05%
167
BXBLACKSTONE INC
800$119.7M0.05%
168
EWEDWARDS LIFESCIENCES CORP
1,524$119.2M0.05%
169
ASMLASML HOLDING N V
147$117.8M0.04%
170
ONONON HLDG AG
2,200$114.5M0.04%
171
UNFUNIFIRST CORP MASS
607$114.3M0.04%
172
BABAALIBABA GROUP HLDG LTD
1,000$113.4M0.04%
173
GDGENERAL DYNAMICS CORP
386$112.6M0.04%
174
TOSTTOAST INC
2,500$110.7M0.04%
175
VIKVIKING HOLDINGS LTD
2,005$106.8M0.04%
176
MOALTRIA GROUP INC
1,816$106.5M0.04%
177
MCKMCKESSON CORP
144$105.5M0.04%
178
VBKVANGUARD INDEX FDS
379$105.0M0.04%
179
SYU1SYNOVUS FINL CORP
2,017$104.4M0.04%
180
SHOPSHOPIFY INC
892$102.9M0.04%
181
KLACKLA CORP
111$99.4M0.04%
182
EZUISHARES INC
1,658$98.6M0.04%
183
AWCAMERICAN WTR WKS CO INC NEW
700$97.4M0.04%
184
SCHFSCHWAB STRATEGIC TR
4,298$95.0M0.04%
185
COWZPACER FDS TR
1,700$93.7M0.04%
186
PANWPALO ALTO NETWORKS INC
458$93.7M0.04%
187
IBITISHARES BITCOIN TRUST ETF
1,507$92.2M0.04%
188
KOCOCA COLA CO
1,292$91.4M0.03%
189
TRMBTRIMBLE INC
1,200$91.2M0.03%
190
CLCOLGATE PALMOLIVE CO
1,000$90.9M0.03%
191
BROBROWN & BROWN INC
807$89.5M0.03%
192
AVGEAMERICAN CENTY ETF TR
1,149$89.0M0.03%
193
DFSEDIMENSIONAL ETF TRUST
2,315$88.1M0.03%
194
DFAIDIMENSIONAL ETF TRUST
2,526$87.3M0.03%
195
NKENIKE INC
1,205$85.6M0.03%
196
APOAPOLLO GLOBAL MGMT INC
600$85.1M0.03%
197
CMICUMMINS INC
258$84.6M0.03%
198
FNFABRINET
282$83.1M0.03%
199
IJSISHARES TR
804$80.0M0.03%
200
GEGE AEROSPACE
310$79.8M0.03%
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